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Designing a financial statement

If this is your first time using the Financial Statement Designer, set security to define who can design and print financial statements.

To design a financial statement, follow these steps:

Step 1: Start the design

  1. Click Reports > Manage Financial Statements > Designs. A blank worksheet appears.
  1. If you use a template, click the Open button and select the template from the Financial Statement Design window. Change the design as needed.
  2. If you do not use a template, then:
  1. Set up a statement title.
  2. Set up columns.
  3. Set up Amounts rows.
  4. Set up totals.
  5. Set up a cell as needed.
  6. Enter formulas as needed.

Step 2: Set global properties

  1. Set up workbook properties.
  2. Verify the statement time period.

Step 3: Preview and refine the design

  1. While designing your statement:
  • Preview tab constantly to see the results.
  • Click (Refresh) to update your information on the Design and Preview tabs.
  1. On the Design tab, click the Print button. The Print Preview window appears, showing how the statement breaks over multiple pages. If you want:

Step 4: Finish the design

  1. Double-click the worksheet subtab and name the design (for example, Profit and Loss Statement).
  2. Click Save or Save As to save the workbook. The workbook appears in the Financial Statement Design window for all employees with security access to it.
  3. If you want to create another design, do one of the following:
  • Click (Insert Worksheet subtab) in the workbook and repeat these instructions.
  • Click the New button to create a new workbook and repeat these instructions.
  1. Click Close.

See also

Designing multilevel profit and loss statements

Changing the Profit and Loss Statement (account groups) template design

Changing the Balance Sheet (account groups) template design

Changing the Statement of Cash Flows template design

Printing a financial statement

Exporting a financial statement workbook

Exporting a financial statement to Excel

Copying a financial statement design



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